Our Wealth Management Associates, Alyson Woolbright and Katarina Obermaier, join the Barron’s Advisor Teams Summit in Las Vegas. Barron’s recognizes that it takes a village and every role contributes to the aggregate success of any company.
The reasoning behind the Barron’s Advisor Teams Summit is to give advisors and their teams the tools to raise the bar for service and improve client outcomes.
This event is by invitation only ?and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.
DISCLAIMER: Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Barron’s to receive expanded profile features, such as a profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2023 Forbes Best-in-State Advisors data is based upon values as of 6/30/2022. This ranking was published on 04/04/2023.